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IREN Strikes $3.4 Billion Nvidia Cloud Deal as It Accelerates AI Pivot

The move underscores a strategy built on cheap power with anchor customers.

Applied Optoelectronics Soars on AI Optics Demand and Texas Capacity Ramp

Vertiv Lifts 2026 Outlook on AI Data-Center Boom

Hut 8 Strikes $9.8 Billion, 15-Year AI Data Center Lease in Texas

IREN Jumps After Sweetwater 1 Connects to Texas Grid Ahead of May 7 Earnings

Applied Digital Secures $300 Million Goldman-Led Bridge for Third AI Data Center

Applied Digital Secures $7.5 Billion, 15-Year Hyperscaler Lease for 300 MW at Delta Forge 1

VivoPower Opens Tenant Bidding for 41.5MW Norway Data Center as Shares Jump 16%

Alibaba Activates 10,000-Chip AI Cluster in China Telecom Data Center

Hyperscale Data Says Cash and Bitcoin Top $102 Million, Nearly Double Its Market Value

Penguin Solutions Beats Q2 and Lifts Forecast as Memory-Led AI Pivot Pays Off

Jabil Lifts 2026 Outlook After Q2 Beat on Cloud and Data-Center Demand

Bitcoin Miners Pivot to AI With Site Conversions and Up to $1 Billion in Financing

CoreWeave Shares Drop Nearly 30% After Cutting 2025 Revenue Outlook to $5.1 Billion

Meta to Build $1 Billion AI Data Center in Beaver Dam, Its 30th Worldwide

Applied Digital Hits Record High After Revenue Beat and $11 Billion CoreWeave Expansion

CoreWeave Secures $7 Billion Ellendale Data Center Lease with Applied Digital